I would like to work in advisory capacity with high net worth clients to help them address the complex financial needs that they have. I am looking for a firm that can provide the resources and support that will allow me to grow the business by increasing the share of relationship with existing clients as well as attractive solutions for new clients. I am interested in companies that have a culture of high ethical standards and that provides solutions based on what is in the best interest of the clients that we serve. I am a self starter and highly motivated individual. I am looking for a company that rewards results with opportunities for advancement and promotion as well as very competitive compensation.

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	Wealth Management Advisor	4/2008 - Present

Highlights:

I have consistently been recognized by senior management of the firms that I have worked at for exceeding sales targets as well as providing an excellent client experience.

Companies I like:

Plante Moran, Fidelity, Northern Trust, Citigroup Global Wealth Management, Bessemer Trust

Currently, I am a Wealth Management Advisor responsible for growing an existing book of business through proactive annual reviews as well as building new client relationships. Additionally, I am responsible for presenting the appropriate solutions to clients (for example managed money, private asset management) to address their particular needs.